Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

  • About
    • Our Story
    • The Team
      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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  • Contact

Sue McGrath

Principal

Sue McGrath

Founder, Principal

sue@vcmi.net | 503 731 7311 | LinkedIn
Sue co-founded Vision Capital with her daughter, Marina, in 1999. Her pioneering spirit and dedication to putting our clients first are the foundation of Vision Capital’s team culture.
  • About Sue
  • Professional
  • Community
  • Education
You can find Sue taking an early morning walk, bright eyed and bushy tailed. That’s probably part of what keeps her enthusiastic and energized in everything she does. Her four decades of investment experience provided a strong foundation of knowledge and experience that she passed along to the Vision Capital team over her quarter century of leadership. Outside of the office, Sue enjoys supporting her beloved Oregon State Beavers.

DESIGNATIONS

  • CPA (Inactive/Non-Practicing)

HONORS

  • OSU Lifetime Trustee Award, 2019
  • Distinguished Alumni Achievement Award, iMPACT Magazine, Oregon State College of Science, 2017
  • Martin Chaves Lifetime Achievement Award, 2015
  • Portland Business Journal Women of Influence award, 2006

PUBLICATIONS

  • ‘I was a pioneer as a woman in this industry’: Sue McGrath & Marina Johnson, RIA, January 2019
  • “The Sum Total of a Math Degree,” iMPACT Magazine, Oregon State College of Science”

CURRENT

    PAST

    • Board Member, Susan G. Komen Foundation of Oregon and SW Washington, 2014 to 2018
    • Board Member, ARCS Foundation Oregon, Advancing Science in America, 2013 to 2018
    • Board Member, Oregon State University College of Science, 2014 to 2017
    • Partner, Social Venture Partners Portland, 2004 to 2017
    • Board Member, Oregon Society of CPAs Educational Foundation, 1995 to 2015
    • Trustee, Oregon State University Foundation, 1990 to 2013
    Bachelor of Science with honors in Mathematics, Oregon State University, 1970

    Certifications and Associations

    Certified Women Owned Business
    Certified
    Private Wealth Advisor
    Certified Financial Planner
    CFA Institute
    Certified Divorce Financial Analyst
    Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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